ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 444 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $68,540,076 | +34.0% | 1,142,452 | +39.7% | 0.10% | +9.8% |
| Q2 2023 | $51,149,414 | +47.4% | 817,657 | +46.0% | 0.09% | +41.5% |
| Q1 2023 | $34,708,369 | -21.9% | 559,984 | -27.1% | 0.06% | -27.8% |
| Q4 2022 | $44,466,664 | +25.7% | 768,204 | +10.5% | 0.09% | +11.1% |
| Q3 2022 | $35,384,000 | -4.3% | 694,920 | +7.2% | 0.08% | -1.2% |
| Q2 2022 | $36,981,000 | -8.9% | 648,503 | -2.2% | 0.08% | +3.8% |
| Q1 2022 | $40,590,000 | -26.5% | 663,262 | -14.8% | 0.08% | -24.8% |
| Q4 2021 | $55,232,000 | +65.5% | 778,176 | +65.6% | 0.10% | +50.0% |
| Q3 2021 | $33,375,000 | -1.1% | 469,935 | +2.0% | 0.07% | -4.1% |
| Q2 2021 | $33,759,000 | +16.1% | 460,535 | +11.4% | 0.07% | +4.3% |
| Q1 2021 | $29,081,000 | +11.4% | 413,241 | +6.3% | 0.07% | 0.0% |
| Q4 2020 | $26,108,000 | +22.6% | 388,585 | +5.7% | 0.07% | +9.4% |
| Q3 2020 | $21,303,000 | +11.8% | 367,536 | +5.2% | 0.06% | 0.0% |
| Q2 2020 | $19,053,000 | -8.6% | 349,458 | -21.1% | 0.06% | -24.7% |
| Q1 2020 | $20,837,000 | – | 443,117 | – | 0.08% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| New England Professional Planning Group Inc. | 611,274 | $43,237,000 | 26.36% |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 8,933,000 | $633,708,000 | 23.32% |
| Acorns Advisers, LLC | 19,472,655 | $1,381,390,000 | 22.50% |
| KEMPER Corp | 1,213,087 | $86,056,000 | 18.32% |
| AlphaCore Capital LLC | 590,975 | $41,924,000 | 18.28% |
| Brightworth | 2,776,970 | $196,998,000 | 18.04% |
| Newman & Schimel, LLC | 447,655 | $31,757,000 | 18.01% |
| AMICA MUTUAL INSURANCE CO | 2,929,645 | $207,829,000 | 17.57% |
| Hardy Reed LLC | 1,286,093 | $91,235,000 | 15.02% |
| AAF Wealth Management, LLC | 265,806 | $18,860,000 | 13.64% |